O'Rourke & Company’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.7M | Sell |
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|
2025
Q2 | $2.58M | Sell |
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|
2025
Q1 | $2.68M | Buy |
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|
2024
Q4 | $2.78M | Buy |
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|
2024
Q3 | $2.69M | Buy |
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|
2024
Q2 | $2.38M | Buy |
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|
2024
Q1 | $2.24M | Buy |
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|
2023
Q4 | $1.72M | Buy |
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|
2023
Q3 | $1.33M | Sell |
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|
2023
Q2 | $1.39M | Buy |
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|
2023
Q1 | $1.21M | Buy |
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|
2022
Q4 | $1.12M | Buy |
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|
2022
Q3 | $601K | Buy |
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|
2022
Q2 | $533K | Buy |
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|
2022
Q1 | $355K | Buy |
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